Zyntra OS
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Zyntra OTABring your data from your old system
Zyntra OS + Salesforce
Your clients, contacts, leads and deals brought from Salesforce.
What is Salesforce?
Salesforce is a widely used customer relationship platform for sales teams.
What you gain when you connect it
- Your customers, in. Accounts become customers, contacts their contacts, and open leads become leads.
- See it first. A preview shows what will come; nothing is written until you import.
- Deals in your own stages. Each old stage is mapped to a stage of your pipeline by a person; an unmapped stage stops the import.
- Owners kept. A deal's owner is matched to your staff by email.
- Read only. Your old system is only read; nothing is changed there.
Who it suits
A company moving to Zyntra OS that wants to bring what it has, once, without retyping it.
How to switch it on
- Open Setup › Import from your old systemEnter the client ID and secret of your Salesforce app, then press Connect and sign in to Salesforce.
- Map and lookMap what Zyntra asks you to map, then look at the preview — it writes nothing.
- ImportPress Import once; what arrived is reported line by line.
Every connection is free
We take no setup fee for anything our customers need that improves their work: enter your own account and key, and it works. You pay your subscription to the service provider only, not to us; the connection with Zyntra is free.
See them working
Ask for a demo and our team shows you the connections your company needs.